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Newsletter - How Top Asset Managers Monetize Data

  • on 12 June.2025

Find all our articles on our website: https://omega-financial-solutions.com/

Omega Financial Solutions created Gaia, a complete front-to-middle-to-back Portfolio Management Software.

Key Findings

- 66% of asset managers believe their data strategy needs an overhaul,underscoring the growing importance of data in asset management.

- Leading firms are monetizing data:36% of executives already generate revenue from data insights, while firms like BlackRock and Fidelity are turning research into commercial products.

- AI and predictive analytics are transforming investment decisions:80% of professionals say data science skills are now essential, and AI-powered asset managers achieve 20% higher EBIT contributions.

- Real-time decision-making is a key competitive edge:Firms processing data in real-time are 50% more likely to outperform during market shifts, while data latency remains a major barrier.

- Cybersecurity is critical:Financial firms face an average of $5.9M per cybersecurity breach, driving 72% of firms to invest in AI-powered fraud detection and advanced security.

- Regulatory scrutiny is increasing:Global regulators (SEC, EU, others) are demanding stricter data governance, pushing firms to improve privacy and compliance standards.

Introduction

Data has become the backbone of modern asset management, influencing investment strategies, risk assessments, and client interactions. Yet, 66% of asset managers say their data strategy needs an overhaul.

The firms that harness real-time analytics, predictive modeling, and AI-driven insights will dominate the future.

But here’s the real question: Is your firm treating data as a true asset—or a liability?

The Three Pillars of Data-Driven Asset Management

Data Monetization: Turning Insights into Revenue

- Firms are moving from data users to data sellers, packaging their insights into commercial products.

- Companies like BlackRock and Fidelity are already monetizing their investment research, generating millions in additional revenue.

- 36% of executives say they are actively generating revenue from data, with 16% planning to do so soon.

Predictive Analytics: A New Era of Investment Decisions

- AI and machine learning are replacing traditional portfolio models, making real-time risk assessment a reality.

-  80% of investment professionals say understanding data science is now essential for success in finance.

-  McKinsey reports that AI-powered asset managers see 20% higher EBIT contributions than those without AI-driven insights.

Real-Time Decision-Making: The Competitive Edge

-  Slow data kills deals. Data latencyremains one of the biggest barriers to effective asset management.

-  Leading firms implement real-time data pipelinesto make split-second investment decisions, significantly reducing risk.

-  Investment firms that process data in real-time are 50% more likely to outperform competitors in market shifts.

The Dark Side: Data Privacy & Security Risks

- Cybersecurity breaches cost financial firms an average of $5.9M per incident.

- AI-driven fraud detectionis becoming a necessity, with 72% of firms investing in advanced security measures.

- Regulatory pressure is mounting, with the SEC, EU, and global watchdogs demanding stricter data governance.


How is your firm handling the data revolution? Are you monetizing insights, leveraging AI, and securing your data strategy?

Bibliography

-        Ernst & Young (EY). (2024). How data modernization can benefit advisors and clients. EY Global.

-        Institute of Data. (2024). The Role of Data Science in Asset Management. Retrieved from https://www.institutedata.com

-        CFA Institute. (2024). Why data science is a key skill for investment professionals. Retrieved from https://www.cfainstitute.org

-        Accenture. (2024). The Power of Data-Driven Asset Management. Accenture Strategy.

-        Deloitte Insights. (2024). Global Technology Leadership Study: Monetizing Data and AI for Competitive Advantage. Deloitte.

-        McKinsey & Company. (2024). From Raw Data to Real Profits: A Primer for Building a Thriving Data Business. McKinsey Global Institute.

-        Deloitte AI Institute. (2024). Data as a Strategic Asset. Deloitte Consulting LLP.

-        Signal Noise & McKinsey & Company. (2022). The Data-Driven Enterprise of 2025. McKinsey & Co.

Find all our articles on our website: https://omega-financial-solutions.com/

Omega Financial Solutions created Gaia, a complete front-to-middle-to-back Portfolio Management Software.

Key Findings

- 66% of asset managers believe their data strategy needs an overhaul,underscoring the growing importance of data in asset management.

- Leading firms are monetizing data:36% of executives already generate revenue from data insights, while firms like BlackRock and Fidelity are turning research into commercial products.

- AI and predictive analytics are transforming investment decisions:80% of professionals say data science skills are now essential, and AI-powered asset managers achieve 20% higher EBIT contributions.

- Real-time decision-making is a key competitive edge:Firms processing data in real-time are 50% more likely to outperform during market shifts, while data latency remains a major barrier.

- Cybersecurity is critical:Financial firms face an average of $5.9M per cybersecurity breach, driving 72% of firms to invest in AI-powered fraud detection and advanced security.

- Regulatory scrutiny is increasing:Global regulators (SEC, EU, others) are demanding stricter data governance, pushing firms to improve privacy and compliance standards.

Introduction

Data has become the backbone of modern asset management, influencing investment strategies, risk assessments, and client interactions. Yet, 66% of asset managers say their data strategy needs an overhaul.

The firms that harness real-time analytics, predictive modeling, and AI-driven insights will dominate the future.

But here’s the real question: Is your firm treating data as a true asset—or a liability?

The Three Pillars of Data-Driven Asset Management

Data Monetization: Turning Insights into Revenue

- Firms are moving from data users to data sellers, packaging their insights into commercial products.

- Companies like BlackRock and Fidelity are already monetizing their investment research, generating millions in additional revenue.

- 36% of executives say they are actively generating revenue from data, with 16% planning to do so soon.

Predictive Analytics: A New Era of Investment Decisions

- AI and machine learning are replacing traditional portfolio models, making real-time risk assessment a reality.

-  80% of investment professionals say understanding data science is now essential for success in finance.

-  McKinsey reports that AI-powered asset managers see 20% higher EBIT contributions than those without AI-driven insights.

Real-Time Decision-Making: The Competitive Edge

-  Slow data kills deals. Data latencyremains one of the biggest barriers to effective asset management.

-  Leading firms implement real-time data pipelinesto make split-second investment decisions, significantly reducing risk.

-  Investment firms that process data in real-time are 50% more likely to outperform competitors in market shifts.

The Dark Side: Data Privacy & Security Risks

- Cybersecurity breaches cost financial firms an average of $5.9M per incident.

- AI-driven fraud detectionis becoming a necessity, with 72% of firms investing in advanced security measures.

- Regulatory pressure is mounting, with the SEC, EU, and global watchdogs demanding stricter data governance.


How is your firm handling the data revolution? Are you monetizing insights, leveraging AI, and securing your data strategy?

Bibliography

-        Ernst & Young (EY). (2024). How data modernization can benefit advisors and clients. EY Global.

-        Institute of Data. (2024). The Role of Data Science in Asset Management. Retrieved from https://www.institutedata.com

-        CFA Institute. (2024). Why data science is a key skill for investment professionals. Retrieved from https://www.cfainstitute.org

-        Accenture. (2024). The Power of Data-Driven Asset Management. Accenture Strategy.

-        Deloitte Insights. (2024). Global Technology Leadership Study: Monetizing Data and AI for Competitive Advantage. Deloitte.

-        McKinsey & Company. (2024). From Raw Data to Real Profits: A Primer for Building a Thriving Data Business. McKinsey Global Institute.

-        Deloitte AI Institute. (2024). Data as a Strategic Asset. Deloitte Consulting LLP.

-        Signal Noise & McKinsey & Company. (2022). The Data-Driven Enterprise of 2025. McKinsey & Co.